+48.4%
RSP vs HUT
-14.7%
+63.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.0% |
| 7D | +1.8% | +34.9% | -33.1% | -0.3% |
| 30D | +3.5% | -25.9% | +29.4% | +4.9% |
| 3M | +0.2% | -31.7% | +31.9% | +1.7% |
| 6M | +9.1% | -42.2% | +51.4% | +11.0% |
| YTD | +16.6% | +34.9% | -18.3% | +9.9% |
| 1Y | +17.9% | +48.5% | -30.6% | +9.6% |
| 3Y | +64.6% | +471.2% | -406.6% | +26.7% |
| 5Y | +48.4% | -18.9% | +67.3% | +22.1% |
| All | +48.4% | -14.7% | +63.1% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HUT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling